← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
76
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$108M -$2.15M 9 0.23% Reduced
77
Cambiar Investors
Cambiar Investors
Colorado
$106M +$5.04M 2 1.5% Increased
78
GAMCO Investors
GAMCO Investors
Connecticut
$104M -$1.08M 4 0.69% Reduced
79
Prudential plc
Prudential plc
United Kingdom
$104M +$6.72M 4 0.41% Increased
80
Harding Loevner
Harding Loevner
New Jersey
$103M -$213M 2 0.81% Reduced
81
Two Sigma Investments
Two Sigma Investments
New York
$103M +$5.46M 9 0.44% Increased
82
Gabelli Funds
Gabelli Funds
New York
$103M +$3.27M 4 0.61% Increased
83
William Blair Investment Management
William Blair Investment Management
Illinois
$102M +$89.2M 2 0.4% Increased
84
OCAM
Owl Creek Asset Management
New York
$101M +$49.6M 1 6.34% Increased
85
Panagora Asset Management
Panagora Asset Management
Massachusetts
$101M +$36.5M 7 0.5% Increased
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$101M -$996K 3 0.22% Reduced
87
Axa
Axa
France
$98.9M +$72.1M 5 0.44% Increased
88
Guggenheim Capital
Guggenheim Capital
Illinois
$97.9M -$3.34M 8 0.31% Reduced
89
Gotham Asset Management
Gotham Asset Management
New York
$96.5M +$38.3M 4 1.16% Increased
90
ACM
Argent Capital Management
Missouri
$92.4M -$384K 1 4.14% Reduced
91
HCM
Huber Capital Management
California
$91.6M -$614K 2 3.77% Reduced
92
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$91.1M -$3.03M 4 0.69% Reduced
93
Ameriprise
Ameriprise
Minnesota
$89.2M -$9.29M 8 0.05% Reduced
94
Two Sigma Advisers
Two Sigma Advisers
New York
$88.9M +$45.1M 6 0.45% Increased
95
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$88.5M +$4.87M 10 0.26% Increased
96
OppenheimerFunds
OppenheimerFunds
New York
$87.7M +$79.8M 4 0.11% Increased
97
Bank of Montreal
Bank of Montreal
Ontario, Canada
$86.6M +$7.66M 9 0.1% Increased
98
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$82.6M -$21.3K 8 0.22% Reduced
99
Macquarie Group
Macquarie Group
Australia
$82.4M -$18.1M 4 0.16% Reduced
100
Emerald Acquisition
Emerald Acquisition
Washington
$80.6M +$77.9M 8 0.14% New
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